“Truth Lorbas. I can still hear it ringing in my
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Posted On: 10/23/2020 4:35:58 PM
“Truth Lorbas. I can still hear it ringing in my head around Feb 20, 2019. "First patient injected before the end of the month". There were some respected members of the board predicting BTD and approval in the 3rd Qtr of 2019. There was palpable excitement among the longs.”
Myself and a few other investors outlined back in February of 2019 how cancer would not likely receive BTD that quickly and wouldn’t be approved by the end of the 2019 (as some had predicted). Myself and others were badly ridiculed for these predictions, called shorts, moles and other terms. Here we sit 18 months later with only 2 patients enrolled in the phase 1b/2 for mTNBC. Yes, some of that blame is on Dr. RP, but NP by far overstated expectations at the time. IMO, I don’t see full data from the mTNBC trial until early to mid 2022 (possibly later) at current enrollment speed.
Myself and a few other investors outlined back in February of 2019 how cancer would not likely receive BTD that quickly and wouldn’t be approved by the end of the 2019 (as some had predicted). Myself and others were badly ridiculed for these predictions, called shorts, moles and other terms. Here we sit 18 months later with only 2 patients enrolled in the phase 1b/2 for mTNBC. Yes, some of that blame is on Dr. RP, but NP by far overstated expectations at the time. IMO, I don’t see full data from the mTNBC trial until early to mid 2022 (possibly later) at current enrollment speed.
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